Clients per advisor for Supported firms serving clients in Missouri

In Missouri, supported financial advisory firms tend to serve a higher number of clients per advisor compared to the broader market, with a median of 69 clients versus the national median of 47. This suggests that advisors in Missouri often operate with more structured, scalable practices, balancing efficiency with client service. With 265 supported firms in the state, clients may find a range of advisory approaches, but the generally higher client loads indicate many firms emphasize streamlined processes to manage broader client bases. This dynamic can appeal to those seeking accessible advisory services with potentially lower minimums or fees.

Supported firms nationally 6,970 firms

Very Low 7-21 per advisor

Low 21-40

Typical 40-64

High 64-105

Very High 105-209

5th 20th 40th 60th 80th 95th

Median: 51

Firm	Client/advisor ratio	Clients	Advisors	Staff
Zacks Intelligence LLC	Very Low 1	1	1	7
First American Financial Advisors, Inc.	Very Low 3	11	4	4
Investment Consulting Services, LLC	Very Low 3	6	2	3
Midwest Wealth Management Inc	Very Low 5	10	2	2
Coffman Wealth Advisors, LLC	Very Low 5	10	2	2
Rogers Consulting Associates, Inc.	Very Low 5	10	2	3
Thousand Wealth Management	Very Low 6	11	2	2
Symphony Wealth Management	Very Low 6	6	1	3
Marketocracy Masters Capital Management LLC	Very Low 6	18	3	7
St. Louis Financial Planners Inc.	Very Low 6	18	3	9
The Wealth Collaborative	Very Low 7	13	2	3
Freund & Co Investment Advisors, L.C.	Very Low 10	19	2	3
Three Oaks Partners Investment Counsel LLC	Very Low 10	19	2	2
Belmont Private Wealth	Very Low 10	29	3	3
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Wall Street Capital Advisors, LLC	Very Low 13	25	2	2
Daytona Street Capital	Very Low 13	50	4	6
Innovation Partners LLC	Very Low 13	26	2	305
TAVCO Financial Advisory, Inc	Very Low 13	53	4	4
Laminar Wealth LLC	Very Low 14	27	2	2
Servatus Capital	Very Low 15	29	2	2
Prospera Capital Management, LLC	Very Low 15	44	3	3
Gaughan & Connealy Wealth Management, LLC	Very Low 15	30	2	2
BXM Wealth LLC	Very Low 15	61	4	4
Java Wealth Planning	Very Low 16	31	2	2
Black Capital Management, LLC	Very Low 16	48	3	3
Lci Advisors	Very Low 17	50	3	3
Birch Capital Management, LLC	Very Low 18	35	2	2
Vista Finance, LLC	Very Low 18	73	4	5
Next Bloom Wealth	Very Low 19	37	2	2
SFC Financial LLC	Very Low 19	77	4	4
Sentinel Wealth Inc	Very Low 20	20	1	3
Dew Wealth Strategies, LLC	Very Low 21	42	2	2
Freedom Value Partners, LLC	Low 22	43	2	2
Retirement Resources Inc.	Low 22	44	2	2
Kennon-Green & Co.	Low 23	90	4	4
Twin Robins Capital	Low 23	45	2	2
EVP Capital Advisors, LLC	Low 23	46	2	2
Arimathea	Low 23	23	1	5
Forest Park Capital LLC	Low 23	70	3	3
Signify Wealth LLC	Low 24	94	4	17
Financial Avenues	Low 24	94	4	4
The Jamison Edward Group	Low 24	71	3	3
K&H Wealth Partners	Low 24	71	3	3
Redstone Advisors Inc	Low 25	98	4	6
Fairway Asset Management, LLC	Low 25	74	3	4
Bristol Financial LLC	Low 26	51	2	2
Fern Financial Group, LLC	Low 26	77	3	3
Profusion Private Wealth	Low 26	77	3	3
Cauble & Harre Wealth Management, Inc.	Low 26	104	4	4
Fortify Wealth, Inc.	Low 26	79	3	3
The Private Family Advisors, LLC	Low 27	53	2	2
Rockway Wealth Partners	Low 27	107	4	6
Creative Resources Investment Advisors LLC	Low 28	85	3	4
Family Legacy Advisors, LLC	Low 29	116	4	4
B1B Financial Solutions	Low 29	58	2	2
Vision Capital & Management	Low 30	59	2	5
4-C Personal Wealth Management Consultants, LLC	Low 30	59	2	2
Schnell Financial Group, LLC	Low 30	89	3	4
Jupiter Wealth Management, LLC	Low 31	92	3	4
J. Loyd Capital Management, LLC	Low 31	62	2	2
Truman Wealth Advisors	Low 32	96	3	3
Your Wealth Matters LLC	Low 32	129	4	4
Trinity Capital Management, LLC	Low 33	65	2	2
Trinity Wealth Advisors LLC	Low 33	132	4	8
Shelter Rock Management, LLC	Low 33	133	4	6
Oak Road Wealth Management	Low 33	100	3	3
DB Advisors	Low 34	134	4	4
Fiduciary Trust Private Wealth Counsel LLC	Low 34	67	2	3
MacKay Financial Planning, LLC	Low 34	68	2	2
Toberman Becker Wealth, LLC	Low 34	102	3	3
Aspen Wealth Management, Inc.	Low 34	102	3	3
Tenet Retirement Services LLC	Low 35	35	1	3
Keith McBride Financial Services Inc.	Low 35	70	2	2
Bridgewater Advisory Group LLC	Low 35	70	2	4
Evergreen Wealth Advisors	Low 36	142	4	18
Mindful Wealth	Low 36	71	2	2
Mercury Capital Management, Inc.	Low 36	72	2	2
Brady Family Wealth, LLC	Low 36	108	3	5
Monetary Management Group Inc	Low 37	146	4	6
Mike Wolters & Associates, Ltd.	Low 37	74	2	3
Datalign	Low 38	38	1	20
FinanciaLife Outfitters LLC	Low 39	77	2	2
Mission Financial Planning, Inc.	Low 39	117	3	3
Greystone Capital Partners Group LLC	Low 39	157	4	4
Alspaugh Wealth Management	Low 40	79	2	2
Sage Wealth Planning	Low 40	119	3	3
B & B Financial Planning Co., Inc.	Typical 40	121	3	3
The Wealth Conservatory	Typical 40	121	3	4
Monterey Wealth	Typical 40	121	3	3
Curtis Capital Advisors	Typical 41	82	2	2
Clearpath Wealth Management, L.C.	Typical 41	165	4	4
Conway Financial Group, LLC	Typical 42	84	2	3
Schwantes Financial, LLC	Typical 42	84	2	2
Gilpin Wealth Management LLC	Typical 42	169	4	4
Snider Talbot Financial Planning LLC	Typical 43	170	4	4
Integrity Investment Advisors, LLC	Typical 43	170	4	6
Hynes Advisory Group LLC	Typical 43	86	2	2
W. Swartz & Co., LLC	Typical 44	87	2	2
Providence Financial Advisors, LLC	Typical 44	175	4	5
Storyone Family Office	Typical 44	132	3	8
LFN Advisors Inc.	Typical 45	179	4	4
Capital City Wealth Management, Inc.	Typical 45	135	3	6
PurposePath Capital, LLC	Typical 45	135	3	5
Yukon Wealth Management, Inc.	Typical 46	91	2	4
Collaborative Portfolio Management	Typical 46	182	4	4
Strategic Advocates, LLC	Typical 47	141	3	3
White Sand Wealth Management	Typical 47	188	4	7
Friedenthal Financial, LLC	Typical 48	190	4	4
Rise Retirement, LLC	Typical 48	96	2	2
Insight Investment Advisers LLC	Typical 48	145	3	5
Beyond Wealth	Typical 49	147	3	4
Divvi Wealth Management	Typical 49	197	4	4
Holistic Finance LLC	Typical 50	198	4	5
Tax Favored Retirement	Typical 50	149	3	3
Sapphire Wealth Planning LLC	Typical 50	100	2	2
Pinafore Wealth Counsel Inc.	Typical 50	100	2	2
ProAthlete Wealth Management LLC	Typical 51	203	4	5
CJW Capital, LLC	Typical 51	153	3	4
Delarme Wealth Management, Inc.	Typical 52	156	3	3
Sonas Financial Group, Inc.	Typical 53	105	2	3
Lashley Wealth Management	Typical 53	53	1	3
Trend Management, Inc.	Typical 53	160	3	3
Fiduciary Tactical Strategies, Inc.	Typical 54	107	2	2
Optima Capital Management	Typical 54	215	4	4
Mark Gillam Enterprises	Typical 54	108	2	6
Equitta Advisors LLC	Typical 55	109	2	2
Eagle Bluffs Wealth Management LLC	Typical 55	165	3	5
Konza Global Wealth Group	Typical 56	112	2	2
Fruitage Financial LLC	Typical 56	56	1	3
B.E.S.T. Wealth Management LLC	Typical 57	113	2	2
Summit Investment Advisory Group LLC	Typical 58	116	2	3
Dogwood Wealth Management, LLC	Typical 58	233	4	6
Mench Financial Inc	Typical 58	175	3	4
Paragon Investing, LLC	Typical 58	175	3	3
Scherer Financial Advisory Services, LLC	Typical 59	178	3	5
Shearwater Capital	Typical 60	180	3	4
360 Ira	Typical 60	180	3	3
American Financial Management, Ltd.	Typical 62	124	2	2
Sterneck Capital Management LLC	Typical 62	249	4	5
The Nestegg Group, Inc.	Typical 62	187	3	3
Sphinx Investments LLC	Typical 63	125	2	3
Peak Wealth Group LLC	Typical 64	127	2	2
Ryan Poage & Co.	High 64	191	3	3
Index Wealth Advisors, LLC	High 65	129	2	2
Delta Wealth Solutions, LLC	High 67	133	2	2
Archway Wealth Management, LLC	High 67	200	3	4
JJP Capital Management, Inc.	High 67	67	1	3
Leibman Financial Servces, Inc.	High 68	270	4	4
Strategic Asset Management, LLC	High 68	135	2	2
The Sherry Group, Inc.	High 68	203	3	6
Cornerstone Select Advisors, LLC	High 68	204	3	4
Skrobonja Wealth Management, LLC	High 68	204	3	7
Williams & Novak Wealth Management, LLC	High 69	275	4	8
Bison Financial Group, LLC	High 69	275	4	4
Lang & Becker, Inc.	High 69	138	2	2
Zenith Advisory Group, LLC	High 70	139	2	2
Pinnacle Wealth Management, LLC	High 70	139	2	2
Cannon Capital Management, Inc.	High 70	211	3	8
Douglass Investment Group	High 71	142	2	3
World Class Unlimited, Inc.	High 72	143	2	2
Investable Wealth, LLC	High 72	143	2	2
Legacy Investment Partners, LLC	High 72	216	3	4
Bagby Wealth Management	High 74	147	2	4
Generations Wealth Design	High 74	147	2	4
Forest Capital	High 76	152	2	4
Modern Dollar Planning, LLC	High 77	153	2	2
McCartney Wealth Management LLC	High 77	154	2	2
Thunderbird Wealth Management, Inc.	High 78	155	2	2
Legacy Advisory Limited Company	High 78	156	2	3
Aquilant Advisors	High 79	314	4	5
Balanced Financial Planning, Inc.	High 80	80	1	3
Gentry Private Wealth	High 80	241	3	8
Nova R Wealth, Inc.	High 81	323	4	8
Investable	High 81	81	1	4
Greater Than Financial	High 82	163	2	2
Benchmark Capital Group Ltd.	High 83	166	2	3
Midwest Heritage Financial Advisors	High 84	334	4	6
Angell Capital Management, LLC	High 85	169	2	2
Cambridge Capital Management, LLC	High 85	339	4	5
Perspective Advisors, LLC	High 86	172	2	3
MOKAN Wealth Management	High 87	173	2	4
Genesis Wealth Management	High 87	347	4	4
Sheller Wealth Management, Inc.	High 87	174	2	3
RCA Wealth Strategies LLC	High 87	262	3	3
Sterling Investment Advisors, LLC	High 88	265	3	5
Hiley Hunt Wealth Management, Inc.	High 88	265	3	3
Imperium Wealth Management, LLC	High 89	177	2	6
Everest Wealth Management	High 91	91	1	2
An Exceptional Life Financial, LLC	High 93	370	4	4
Peninsula Asset Management Inc	High 93	185	2	4
Sarver Vrooman Wealth Advisors LLC	High 93	371	4	5
Integrity Wealth Solutions LLC	High 93	186	2	2
Prosperity Financial Group	High 94	188	2	3
Elevation Advisory Partners LLC	High 95	378	4	5
Stewardship Capital	High 96	385	4	5
Walker Asset Management, LLC	High 98	195	2	4
Guardian Investment Management, LLC	High 100	100	1	5
Waystone Advisors LLC	High 101	303	3	13
Cambridge Financial Group, Inc.	High 102	306	3	6
FamilyWealth Asset Management	High 103	413	4	4
Boyle Capital	High 105	418	4	5
Hickory Wealth Management, LLC	High 105	209	2	4
ETF Portfolio Partners, Inc.	Very High 107	429	4	8
Meredith Wealth Planning	Very High 111	221	2	2
Tranquilli Financial Advisor, LLC	Very High 111	221	2	2
Blue Capital	Very High 111	443	4	7
BCD Advisors	Very High 112	448	4	4
Cornerstone Advisors	Very High 116	464	4	4
Parrish Capital, LLC	Very High 117	234	2	3
Berkeley Capital Management, LLC	Very High 118	354	3	5
O'Connor Financial Group LLC	Very High 118	355	3	6
Professional Retirement Strategies LLC	Very High 119	238	2	2
Porter Kickham	Very High 120	120	1	3
Wealth Management Advisors, inc.	Very High 121	242	2	3
Oliver Wealth Management	Very High 121	484	4	6
Wager Wealth Management and Financial Planning LLC	Very High 121	121	1	3
Rachor Investment Advisory Services, LLC	Very High 123	490	4	16
Mokosak Advisory Group, LLC	Very High 123	490	4	4
Embark Wealth Management, LLC	Very High 123	369	3	3
Diversified Wealth Advisors, LLC	Very High 125	375	3	5
PathFinder Financial Services	Very High 126	252	2	3
Alcyon Wealth Partners	Very High 128	383	3	5
M1 Capital Management LLC	Very High 128	383	3	12
Nicholson Meyer Capital Management, Inc.	Very High 131	261	2	6
Truenorth Wealth & Impact, LLC	Very High 132	395	3	5
Advisifi LLC	Very High 133	133	1	6
Lakeshore Wealth Management LLC	Very High 136	407	3	3
MRM Group	Very High 136	136	1	3
Pearl Wealth Group	Very High 137	273	2	4
Derks Financial, LLC	Very High 138	275	2	2
Wall Street Financial Group, Inc.	Very High 142	425	3	3
R2 Wealth Management Partners	Very High 143	430	3	3
Lyons Capital Group	Very High 144	287	2	6
Boulder Investment Group	Very High 144	144	1	3
Prosperity Advisers, LLC	Very High 145	289	2	8
CSH Investment Management	Very High 145	290	2	2
Wilkerson Advisory Group LLC	Very High 146	582	4	10
The Perspective Group	Very High 148	295	2	5
Clark Wealth Partners, LLC	Very High 148	444	3	6
Fidelis Financial Planning, LLC	Very High 149	149	1	3
Metanoia Financial, LLC	Very High 151	151	1	3
BG Wealth Advisory, LLC	Very High 154	462	3	4
Orion Investment Co	Very High 157	627	4	6
MarketRiders	Very High 159	477	3	6
Dickinson Barnum Investment Management, LLC	Very High 162	323	2	2
Shaker Financial Services	Very High 165	329	2	6
Paladin Financial	Very High 165	494	3	7
BCO Wealth Management, LLC	Very High 175	526	3	9
Latour Asset Management LLC	Very High 178	710	4	4
Morey & Quinn Wealth Partners	Very High 183	548	3	4
Alliance Wealth Advisors	Very High 183	366	2	3
Duncan Financial Management, Inc.	Very High 188	375	2	2
Accelerated Wealth Advisors LLC	Very High 189	568	3	10
MN Wealth Advisors, LLC	Very High 190	571	3	5
Powers Advisory Group, LLC	Very High 192	575	3	6
Windle Wealth	Very High 194	388	2	3
Fund Advisors of America Inc	Very High 195	585	3	3
Stackhouse Enterprises	Very High 196	196	1	4
Lester Financial Group, LLC	Very High 196	784	4	5
Bates Financial Advisors, Inc.	Very High 199	397	2	5
Thrasher & Chambers Wealth Management, LLC	Very High 199	398	2	5
Virtus Financial Partners	Very High 201	602	3	6
RLB Financial	Very High 202	607	3	4
Solomon API LLC	Very High 204	613	3	3
TFP Management, LLC	Very High 220	660	3	4
Camelot Portfolios, LLC	Very High 221	662	3	7
Kiker Wealth Management, LLC	Very High 224	894	4	9
Des Moines Investments, LLC	Very High 233	700	3	4
Maxele Advisors, LLC	Very High 234	234	1	3
Challenger Wealth Management	Very High 238	238	1	3
Maynerich Financial	Very High 239	478	2	6
Guardian Financial, Inc.	Very High 248	248	1	3
Altitude Wealth Management, LLC	Very High 251	502	2	2
Tuve Investment Management, Inc.	Very High 262	523	2	6
Senior Tax Advisory Group, Inc.	Very High 267	802	3	6
CMG Capital Management Group, Inc.	Very High 268	536	2	10
Wisniewski Wealth Management	Very High 273	273	1	5
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Ironwood Investment Management, LLC	Very High 288	288	1	8
S&A Financial Services, Inc.	Very High 290	1,160	4	7
Its Asset Management, L.P.	Very High 293	586	2	9
Aspire Wealth Management	Very High 302	302	1	12
SavvyFi	Very High 307	307	1	15
San Blas Advisory, Inc.	Very High 332	664	2	13
Webb Financial Group	Very High 337	673	2	8
Floyd Financial Group LLC	Very High 343	686	2	5
Cobler Capital Management, LLC	Very High 357	714	2	3
R2 Wealth Management Partners	Very High 369	737	2	8
Heritage Asset Management, LLC	Very High 373	746	2	2
The Worley Banks Group, LLC	Very High 375	749	2	3
Renaud & Company, LLC	Very High 477	953	2	5
Plan Confidence Corporation	Very High 859	859	1	3

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